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XAI Octagon Floating Rate & Alternative Income Trust (XFLT)

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6.83 +0.03 (+0.44%)
At close: 4:00 PM EDT
6.88 +0.05 (+0.73%)
After hours: 5:59 PM EDT

Major Holders

Breakdown
3.07% % of Shares Held by All Insider
6.30% % of Shares Held by Institutions
6.50% % of Float Held by Institutions
50 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Belpointe Asset Management LLC 613.57k Jun 30, 2024 1.02% 4,190,689
LPL Financial LLC 335.44k Jun 30, 2024 0.56% 2,291,034
Lido Advisors, LLC 248.29k Jun 30, 2024 0.41% 1,695,800
Cambridge Investment Research Advisors Inc. 201.54k Jun 30, 2024 0.34% 1,376,552
Chicago Partners Investment Group LLC 196.29k Jun 30, 2024 0.33% 1,340,688
Virtus ETF Advisers LLC 171.21k Jun 30, 2024 0.29% 1,169,384
Bard Associates Inc. 158.6k Jun 30, 2024 0.26% 1,083,217
Roumell Asset Management LLC 141.43k Jun 30, 2024 0.24% 965,980
Kestra Advisory Services, LLC 137.91k Jun 30, 2024 0.23% 941,918
Baird Financial Group, Inc. 125.06k Jun 30, 2024 0.21% 854,173

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
ETFis Ser Tr I-Virtus Private Credit Strategy ETF 145.04k Apr 30, 2024 0.24% 990,595
Starboard Investment Tr-Roumell Opportunistic Value Fd 141.43k May 31, 2024 0.24% 965,980

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